Filed September 25, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,881 | $73,787-5.3% | $98,716-29.2% | $82,448-15.2% |
| Participation rate | 55.6% | 61.4%-5.9pp | 69.3%-13.7pp | 68.1%-12.5pp |
| Annual return | 14.44% | 18.57%-4.1pp | 31.81%-17.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,334 | $3,081+8.2% | $4,048-17.6% | $4,139-19.5% |
| Admin fee / account holder | $13,638 | $6,500+109.8% | $8,703+56.7% | $7,234+88.5% |